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PFS Investments’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

PFS Investments’s Portfolio SPMD Stock Details SPMD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-1,142,787
Closed -$56.8M – 440
2021
Q4 		$56.8M Buy
+1,142,787
New +$55.8M 1.1% 20
2021
Q3 		– Sell
-1,037,905
Closed -$49.2M – 394
2021
Q2 		$49.2M Sell
1,037,905
-797,133
-43% -$37.8M 1.12% 21
2021
Q1 		$84M Buy
+1,835,038
New +$80.5M 2.15% 5
2018
Q1 		– Sell
-181,770
Closed -$6.31M – 93
2017
Q4 		$6.31M Buy
+181,770
New +$5.96M 1.18% 27

Other funds holding SPMD

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
TA
Tiedemann Advisors New York $2.33B AUM 15.56% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $5.44B AUM 13.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return